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Investing in the Stock Market

By: Ellen SarosySt. John’s University

EDU 7266

Investing in the Stock Market

By: Ellen SarosySt. John’s University

EDU 7266

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

IntroductionIntroduction Congratulations! You have been given $5,000 to invest in the stock market as part of a research study.

Here is your opportunity to understand more about investing in stocks and about different companies that may interest you.

Let’s see if you can make your money grow!

Congratulations! You have been given $5,000 to invest in the stock market as part of a research study.

Here is your opportunity to understand more about investing in stocks and about different companies that may interest you.

Let’s see if you can make your money grow!

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

TaskTask Your task is to understand the stock market

and then research the stocks and news of 5 different companies. You will use a spreadsheet to compare your 5 companies.

After conducting your research, you will need to decide which 2 stocks you would like to invest in and how much you would like to invest.

You will than track your results in another spreadsheet for the next four weeks. At the end, you will chart your results for a graphical representation.

Finally, you will present your findings to the class.

Your task is to understand the stock market and then research the stocks and news of 5 different companies. You will use a spreadsheet to compare your 5 companies.

After conducting your research, you will need to decide which 2 stocks you would like to invest in and how much you would like to invest.

You will than track your results in another spreadsheet for the next four weeks. At the end, you will chart your results for a graphical representation.

Finally, you will present your findings to the class.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 1: Research Step 2: Select two stocks Step 3: Decide on your allocation

Step 4: Track your stock Step 5: Present your findings

Step 1: Research Step 2: Select two stocks Step 3: Decide on your allocation

Step 4: Track your stock Step 5: Present your findings

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 1: Research First, research the stock market and the basics of investing.

Then decide what type of companies you would like to research. Do you have any particular interests (technology, retail, auto)? The sky is the limit.

Check the resource page for links to websites where you can research different companies.

Compile a list of 5 companies and complete the following spreadsheet.

Step 1: Research First, research the stock market and the basics of investing.

Then decide what type of companies you would like to research. Do you have any particular interests (technology, retail, auto)? The sky is the limit.

Check the resource page for links to websites where you can research different companies.

Compile a list of 5 companies and complete the following spreadsheet.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 2: Narrow down your list to 2 stocks After researching, evaluate each company for the criteria that is important to you.

Finally, decide which 2 stocks you want to purchase.

Step 2: Narrow down your list to 2 stocks After researching, evaluate each company for the criteria that is important to you.

Finally, decide which 2 stocks you want to purchase.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 3: Decide on your allocation Since you have $5,000 to invest, you need to decide how many shares of each stock you want to buy.

Use the closing prices on April 1st to determine how much it will cost to buy the stocks.

Remember, it does not have to be a 50/50 split. You can choose whatever allocation you would like.

Make sure that your total amount invested is no more than $5,000.

Step 3: Decide on your allocation Since you have $5,000 to invest, you need to decide how many shares of each stock you want to buy.

Use the closing prices on April 1st to determine how much it will cost to buy the stocks.

Remember, it does not have to be a 50/50 split. You can choose whatever allocation you would like.

Make sure that your total amount invested is no more than $5,000.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 4: Track your stock Create a spreadsheet to track your stock. See sample spreadsheet.

At the end of each day, enter the closing prices into your spreadsheet. Calculate your current profit or loss.

Track your stocks for 4 weeks. On April 29th, sell your stocks. Use the closing price on that day to determine your sell price.

Finally, create a double line graph in excel to illustrate the performance of your stocks.

Step 4: Track your stock Create a spreadsheet to track your stock. See sample spreadsheet.

At the end of each day, enter the closing prices into your spreadsheet. Calculate your current profit or loss.

Track your stocks for 4 weeks. On April 29th, sell your stocks. Use the closing price on that day to determine your sell price.

Finally, create a double line graph in excel to illustrate the performance of your stocks.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ProcessProcess

Step 5: Present your findings

Gather all your information since the beginning of the WebQuest.1. Comparison chart of your original 5

companies2. Spreadsheet of stock tracking3. Graph of stock tracking

Display your findings in either a PowerPoint presentation or on a display board and present them to the class.

Be sure to cite all references.

Step 5: Present your findings

Gather all your information since the beginning of the WebQuest.1. Comparison chart of your original 5

companies2. Spreadsheet of stock tracking3. Graph of stock tracking

Display your findings in either a PowerPoint presentation or on a display board and present them to the class.

Be sure to cite all references.

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

ResourcesResources EduStock – Stock Basics Investing for Kids CNN Money – Investing in Stocks

How to read stock tables Yahoo Finance – Home Page Yahoo Finance – Looking up stocks by industry

Yahoo Finance – Company Search

EduStock – Stock Basics Investing for Kids CNN Money – Investing in Stocks

How to read stock tables Yahoo Finance – Home Page Yahoo Finance – Looking up stocks by industry

Yahoo Finance – Company Search

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

EvaluationEvaluation•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

CATEGORY 4 3 2 1Mathematical Concepts

Explanation shows complete understanding of the mathematical concepts used to complete the webquest.

Explanation shows substantial understanding of the mathematical concepts used to complete the webquest.

Explanation shows some understanding of the mathematical concepts needed to complete the webquest.

Explanation shows very limited understanding of the underlying concepts needed to complete the webquest.

Explanation Explanation is detailed and clear.

Explanation is clear.

Explanation is a little difficult to understand, but includes critical components.

Explanation is difficult to understand and is missing several components.

Neatness and Organization

The work is presented in a neat, clear, organized fashion that is easy to read.

The work is presented in a neat and organized fashion that is usually easy to read.

The work is presented in an organized fashion but may be hard to read at times.

The work appears sloppy and unorganized. It is hard to know what information goes together.

Spreadsheet and Graph

Spreadsheet and graph are clear and include all information. Graph includes key.

Spreadsheet and graph are clear, but does not include all information or key is not included.

Spreadsheet and/or graph are somewhat difficult to understand and missing information.

Spreadsheet or graph are difficult to understand or are not included.

Presentation Presentation is detailed and clear.

Presentation is clear.

Presentation is a little difficult to understand, but includes critical components.

Presentation is difficult to understand and is missing several components.

Requirements Goes beyond the requirements of the webquest.

Meets the requirements of the webquest.

Hardly meets the requirements of the webquest.

Does not meet the requirements of the webquest.

ConclusionConclusion

After completing this WebQuest, you should have a general understanding of investing in the stock market.

Did you make money? Does this interest you in investing your own money?

After completing this WebQuest, you should have a general understanding of investing in the stock market.

Did you make money? Does this interest you in investing your own money?

•Introduction

•Task

•Process

•Resources

•Evaluation

•Conclusion

•Teacher’s Page

•Home Page

Teacher’s Page - Introduction

Teacher’s Page - Introduction

This WebQuest has been designed to show 8th grade middle school students how math is used in the real world. It is also a way to introduce students to the principles of investing.

By the end of the unit, they should have a general understanding of the stock market as well as further understand mathematical concepts while incorporating technology.

The WebQuest should take approximately six weeks not including time for presentations.

Students will be able to research at home, during class when daily work is completed and during computer lab time.

This WebQuest has been designed to show 8th grade middle school students how math is used in the real world. It is also a way to introduce students to the principles of investing.

By the end of the unit, they should have a general understanding of the stock market as well as further understand mathematical concepts while incorporating technology.

The WebQuest should take approximately six weeks not including time for presentations.

Students will be able to research at home, during class when daily work is completed and during computer lab time.

•Introduction

•NY State Standards

•ISTE NET-S

•Process

•Resources

•Home Page

NY State Math Standards

NY State Math Standards

Communication Strand: students will organize and consolidate their mathematical thinking through communication. (8.CM.1., 8.CM.2., 8.CM.3)

Connections Strand: Students will recognize and apply mathematics in contexts outside of mathematics. (8.CN.8)

Representation Strand: Students will create and use representations to organize, record, and communicate mathematical ideas. (8.R.1., 8.R.2., 8.R.3.)

Communication Strand: students will organize and consolidate their mathematical thinking through communication. (8.CM.1., 8.CM.2., 8.CM.3)

Connections Strand: Students will recognize and apply mathematics in contexts outside of mathematics. (8.CN.8)

Representation Strand: Students will create and use representations to organize, record, and communicate mathematical ideas. (8.R.1., 8.R.2., 8.R.3.)

•Introduction

•NY State Standards

•ISTE NET-S

•Process

•Resources

•Home Page

ISTE NET-S for Students

ISTE NET-S for Students

Students apply digital tools to gather, evaluate, and use information.

Students use critical thinking skills to plan and conduct research, manage projects, solve problems, and make informed decisions using appropriate digital tools and resources.

Students demonstrate a sound understanding of technology concepts, systems, and operations.

Students apply digital tools to gather, evaluate, and use information.

Students use critical thinking skills to plan and conduct research, manage projects, solve problems, and make informed decisions using appropriate digital tools and resources.

Students demonstrate a sound understanding of technology concepts, systems, and operations.

•Introduction

•NY State Standards

•ISTE NET-S

•Process

•Resources

•Home Page

ProcessProcess•Introduction

•NY State Standards

•ISTE NET-S

•Process

•Resources

•Home Page

It is important to accompany the WebQuest with mini-lessons.

An introduction to the WebQuest should be combined with a lesson on the stock market and how to research different companies. I would recommend selecting a sample stock, i.e. Apple Inc. (AAPL), and showing students how to research and complete the company comparison chart.

Before students start to track their stocks, another lesson should include using equations and creating graphs in excel.

It is important to accompany the WebQuest with mini-lessons.

An introduction to the WebQuest should be combined with a lesson on the stock market and how to research different companies. I would recommend selecting a sample stock, i.e. Apple Inc. (AAPL), and showing students how to research and complete the company comparison chart.

Before students start to track their stocks, another lesson should include using equations and creating graphs in excel.

ResourcesResources•Introduction

•NY State Standards

•ISTE NET-S

•Process

•Resources

•Home Page

The resources on the students page will be extremely helpful along the way, but here are some additional websites that helped create this WebQuest.

New York Stock Exchange - Educational Materials http://www.nyse.com/about/education/1098034584990.html

So You Want to Play the Stock Market Webquest - by Karen Kuvachich & Lisa Cauley http://www.hobart.k12.in.us/kuyachich/QUEST/stqt.html

Stock Market WebQuest by Mrs. Haubrich http://frontiernet.net/~jljkd/stock/

The resources on the students page will be extremely helpful along the way, but here are some additional websites that helped create this WebQuest.

New York Stock Exchange - Educational Materials http://www.nyse.com/about/education/1098034584990.html

So You Want to Play the Stock Market Webquest - by Karen Kuvachich & Lisa Cauley http://www.hobart.k12.in.us/kuyachich/QUEST/stqt.html

Stock Market WebQuest by Mrs. Haubrich http://frontiernet.net/~jljkd/stock/